Sagent Advisors

Consolidated Analytics Partners with Sagent on their Dara Mortgage Claims System

Retrieved on:

Wednesday, February 21, 2024

EVP, FHLMC, Risk, Sagent Advisors, FHA, FNMA, USDA, Partnership, Insurance

SANTA ANA, Calif., Feb. 21, 2024 /PRNewswire/ -- Consolidated Analytics (CA), a leading provider of mortgage services, is proud to announce its partnership with Sagent, a premier mortgage software solutions provider, to integrate the Dara mortgage claims system into its operations.

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SANTA ANA, Calif., Feb. 21, 2024 /PRNewswire/ -- Consolidated Analytics (CA), a leading provider of mortgage services, is proud to announce its partnership with Sagent, a premier mortgage software solutions provider, to integrate the Dara mortgage claims system into its operations.
This strategic collaboration represents an innovative shift in mortgage claims processing, leveraging the transformative capabilities of the Dara Mortgage Claims System to deliver unparalleled benefits to clients.
"Sagent's Dara mortgage claims system represents a significant advancement in mortgage claims processing technology, and our partnership with Sagent allows us to offer this innovative solution to our clients on any servicing system," said Arvin Wijay, CEO of Consolidated Analytics.
Through Consolidated Analytics' partnership with Sagent, clients can experience the following benefits:
Consolidated Analytics' partnership with Sagent represents a strategic alignment of two industry leaders dedicated to driving innovation and efficiency in mortgage services.

D.A. Davidson Adds A&D Investment Banking Veteran, Expands Presence to Key Market for Diversified Industrials

Retrieved on:

Thursday, February 1, 2024

Davidson announced today that George “Toby” F. Albright, III has joined Investment Banking as Managing Director, Diversified Industrials.

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Davidson announced today that George “Toby” F. Albright, III has joined Investment Banking as Managing Director, Diversified Industrials.
View the full release here: https://www.businesswire.com/news/home/20240130258714/en/
Toby Albright joins the Diversified Industrials group as Managing Director, expanding D.A.
Davidson Managing Director and Head of Diversified Industrials Investment Banking .
Davidson Investment Banking is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise.

Guggenheim Securities Hires Brent Surber to Strengthen its Capital Markets Capabilities

Retrieved on:

Tuesday, December 12, 2023

Guggenheim, University, Houlihan Lokey, Economics, Commerce, Guggenheim Partners, Columbia Business School, Bear Stearns, Sagent Advisors, Senior, Financial services

NEW YORK, Dec. 12, 2023 (GLOBE NEWSWIRE) -- Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced today that Brent Surber has joined the firm as a Senior Managing Director to strengthen its capital markets capabilities within its investment banking division.

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NEW YORK, Dec. 12, 2023 (GLOBE NEWSWIRE) -- Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced today that Brent Surber has joined the firm as a Senior Managing Director to strengthen its capital markets capabilities within its investment banking division.
Mr. Surber joins Guggenheim from Houlihan Lokey where he spent almost a decade focused on bespoke capital raises, most recently serving as a Managing Director in its Capital Markets Group.
Prior to Houlihan Lokey, he held investment and merchant banking roles at Integrity Square, Sagent Advisors and Bear Stearns & Co.
“We are excited to welcome Brent to Guggenheim Securities,” said Mark Van Lith, CEO of Guggenheim Securities.
“Brent brings broad origination and execution experience, across numerous products and industry verticals, which complements our growing capital markets platforms, particularly those oriented toward the middle market financial sponsors.

Portage Point Welcomes Chris Sweet, Deepening Expertise in Investment Banking with Launch of Debt Capital Advisory Practice

Retrieved on:

Wednesday, November 1, 2023

Investment, DCA, UBS, Environment, Growth, Lead, Sagent Advisors, Houlihan Lokey, Financial services

Portage Point's intense focus on building its investment banking practice with only the highest caliber of professionals continues with Chris joining the team.

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Portage Point's intense focus on building its investment banking practice with only the highest caliber of professionals continues with Chris joining the team.
"I am thrilled to join the investment banking practice at Portage Point and lead the firm's Debt Capital Advisory team," Chris said.
"Chris joins the Portage Point team at an exciting time of accelerated growth and increased demand," said Matthew Ray, Founder & Managing Partner of Portage Point.
Chris' appointment to lead DCA significantly enhances our investment banking capabilities and crystallized our commitment to serving the middle market with a full-service offering of investment banking solutions."

Synovus Bank Extends Sagent Software Deal 5 Years to Power Mortgage Servicing & Analytics

Retrieved on:

Tuesday, October 17, 2023

Professional Services, Data Analytics, Technology, Software, Finance, Fintech, Banking, Partnership, SNV, NYSE, Warburg Pincus, Trust (social science), Warburg, Accounting, API, Certification, Real estate, Synovus, Sagent Advisors

Sagent , a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, today announced a five-year partnership extension with Synovus Bank (NYSE: SNV), (“Synovus”) to power its core and consumer mortgage loan servicing, and add new real-time, cloud-based data services.

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Sagent , a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, today announced a five-year partnership extension with Synovus Bank (NYSE: SNV), (“Synovus”) to power its core and consumer mortgage loan servicing, and add new real-time, cloud-based data services.
Synovus has long relied on Sagent LoanServ as its mortgage servicing system of record, and after adding Sagent CARE to power its consumer experience in early 2023, will also now add DataScape for real-time analytics to make faster operational and customer service decisions.
“Synovus Bank’s granular customer service and operational processes constantly influence how Sagent builds our flexible mortgage servicing platforms.
We’re proud to grow our Synovus partnership and build the future of mortgage servicing with them.”
Sagent has the industry’s only enterprise, default, and consumer mortgage servicing platforms synced by real-time data.

Click n' Close Extends Sagent Partnership 5 Years to Power Core, Default and Consumer Mortgage Servicing

Retrieved on:

Wednesday, October 4, 2023

Sagent also enables Click ‘n Close customers to self-serve from any device, any time,” said John Bargas, Executive Managing Director of Servicing at Click n’ Close.

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Sagent also enables Click ‘n Close customers to self-serve from any device, any time,” said John Bargas, Executive Managing Director of Servicing at Click n’ Close.
“Sagent loves working with customers like Click n’ Close because they do specialty lending that requires custom use cases across core, default and consumer servicing.
Cheers to Sagent and Click n’ Close innovating together for 5 more years.”
With over $2T in outstanding mortgage balances on its platforms, Sagent has the industry’s only enterprise, default and consumer mortgage servicing platforms synced by real-time data.
This is the latest in a series of Sagent moves to transform the homeowner experience for financial orgs servicing millions of consumers with trillions in mortgage balances.

Central Bank Extends Sagent Software Partnership Six Years to Power Servicing at Scale

Retrieved on:

Wednesday, September 13, 2023

Sagent , a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, today announced a six-year partnership extension with The Central Trust Bank (”Central Bank”) to accelerate its rapid growth with scalable mortgage servicing fintech.

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Sagent , a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, today announced a six-year partnership extension with The Central Trust Bank (”Central Bank”) to accelerate its rapid growth with scalable mortgage servicing fintech.
Central Bank will continue powering its scale servicing operations with Sagent’s cloud-based LoanServ system of record.
Central Bank relies on Sagent’s nimble, highly configurable servicing technology to automate complex high-volume tasks and workflows, deliver a better customer experience, and adapt in real time to constantly evolving customer and regulatory requirements.
“Central Bank is a shining example of high-touch, empathetic community banking powered by industry-best tech innovation, and Sagent is honored to power this customer experience,” said Dan Sogorka, CEO of Sagent.

BSI Financial Extends Sagent Software Partnership 7 Years to Speed Growth to 1 Million Loans

Retrieved on:

Wednesday, July 12, 2023

Professional Services, Data Management, Technology, Software, Finance, Fintech, Banking, Warburg, Warburg Pincus, API, Partnership, BSI, Accounting, Bank, Real estate, Sagent Advisors

Sagent , a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, today announced a seven-year partnership extension with BSI Financial Services to continue powering its enterprise mortgage servicing ecosystem.

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Sagent , a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, today announced a seven-year partnership extension with BSI Financial Services to continue powering its enterprise mortgage servicing ecosystem.
As BSI Financial rapidly grows its servicing portfolio to a goal of 1 million loans, they’ll continue to leverage the industry’s only enterprise and default servicing platforms synced by real-time data.
“Renewing our Sagent partnership is a key part of our goal to grow to 1 million loans with operational precision and cost control,” said BSI Financial founder and CEO Gagan Sharma.
“BSI and Sagent have worked together to automate complex high-volume tasks for BSI, solve customer issues fast, and adapt in real-time to regulator and investor needs.

American Savings Bank Extends Sagent Software Partnership 7 Years to Power Homeowner-First Loan Servicing

Retrieved on:

Tuesday, May 16, 2023

Sagent , a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, today announced a seven-year partnership extension with American Savings Bank (”ASB”) to continue powering its mortgage servicing ecosystem.

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Sagent , a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, today announced a seven-year partnership extension with American Savings Bank (”ASB”) to continue powering its mortgage servicing ecosystem.
American Savings Bank will continue powering its scale servicing operations with Sagent’s cloud-based LoanServ system of record.
“American Savings Bank’s high-touch, high-tech banking is the key to lifting up the communities we serve and making their dreams possible.
“With the help of long-time customers like American Savings Bank, Sagent continues to build out our platforms to engage and retain their customers for life.

Sagent Opens India Operation, Grows Mortgage Servicing Fintech Talent By 120+

Retrieved on:

Tuesday, May 9, 2023

“Three key Sagent operational milestones this year are hiring Fannie Mae vet Marianne Sullivan as COO, hiring Wells Fargo vet Perry Hilzendeger as EVP, Servicing, and opening our Chennai, India operation to accelerate our cloud-native mortgage servicing software development,” said Sagent CEO Dan Sogorka.

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“Three key Sagent operational milestones this year are hiring Fannie Mae vet Marianne Sullivan as COO, hiring Wells Fargo vet Perry Hilzendeger as EVP, Servicing, and opening our Chennai, India operation to accelerate our cloud-native mortgage servicing software development,” said Sagent CEO Dan Sogorka.
“In our landmark 2022 deal with Mr. Cooper, they became a Sagent customer, plus we acquired their highly experienced mortgage servicing fintech team, many of which are in India.
“Sagent India is a bright team full of relevant, reliable talent, and this team has a relentless commitment to the Sagent vision,” said Naren Sundram , SVP, Head of India at Sagent.
“Dual mortgage/fintech experience is required to truly innovate in a sector as complex as mortgage servicing,” said Sagent CTO Uday Devalla.